American Institute for Advanced Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

American Institute for Advanced Investment Management’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$429K	Sell	2,474 -125	-5%	-$21K	0.25%	104
2026 Q1	$412K	Hold	2,599	–	–	0.27%	98
2025 Q4	$379K	Buy	2,599 +684	+36%	+$93.8K	0.24%	102
2025 Q3	$245K	Hold	1,915	–	–	0.16%	124
2025 Q2	$219K	Sell	1,915 -2,920	-60%	-$319K	0.15%	134
2025 Q1	$533K	Sell	4,835 -200	-4%	-$22K	0.41%	70
2024 Q4	$555K	Sell	5,035 -475	-9%	-$52K	0.41%	73
2024 Q3	$584K	Buy	+5,510	New	+$585K	0.42%	65

Other funds holding DXJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Institute for Advanced Investment Management's DXJ Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 4.8% in Q2 2026, selling an estimated $21K and leaving 2,474 shares worth $429K. The position accounts for 0.25% of the portfolio, ranked #104.

American Institute for Advanced Investment Management first reported a position in DXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $584K in Q3 2024. 249 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

American Institute for Advanced Investment Management held 2,474 shares of WisdomTree Japan Hedged Equity Fund worth $429K as of Q2 2026.
American Institute for Advanced Investment Management sold 125 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $21K.
WisdomTree Japan Hedged Equity Fund made up 0.25% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #104 holding.
American Institute for Advanced Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2024 and has held it in 8 quarters since.
American Institute for Advanced Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $584K in Q3 2024.
249 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.